Investment Advisory Services Inc Schwab Strategic Tr Us Dividen Transaction History

Investment Advisory Services Inc

$270 Million
Q1 2025

A detailed history of Investment Advisory Services Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investment Advisory Services Inc holds 512,581 shares of SCHD stock, worth $13.2 Million. This represents 5.3% of its overall portfolio holdings.

Number of Shares

512,581

Previous 491,892 4.21%

Holding current value

$13.2 Million

Previous $13.4 Million 6.65%

% of portfolio

5.3%

Previous 4.86%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$27.01 - $28.54 $558,809 - $590,464	20,689 Added 4.21%	512,581 $14.3 Million
Q4 2024 Jan 28, 2025	BUY	$26.93 - $84.95 $8.93 Million - $28.2 Million	331,646 Added 206.96%	491,892 $13.4 Million
Q3 2024 Oct 15, 2024	BUY	$77.02 - $85.06 $74,170 - $81,912	963 Added 0.6%	160,246 $13.5 Million
Q2 2024 Jul 17, 2024	BUY	$75.81 - $80.15 $64,438 - $68,127	850 Added 0.54%	159,283 $12.4 Million
Q1 2024 Apr 25, 2024	SELL	$75.25 - $80.63 $11,588 - $12,417	-154 Reduced 0.1%	158,433 $12.8 Million
Q4 2023 Jan 11, 2024	SELL	$66.9 - $76.32 $1.43 Million - $1.63 Million	-21,377 Reduced 11.88%	158,587 $12.1 Million
Q3 2023 Oct 19, 2023	BUY	$70.63 - $75.66 $28,887 - $30,944	409 Added 0.23%	179,964 $12.7 Million
Q2 2023 Aug 14, 2023	SELL	$69.18 - $73.94 $198,477 - $212,133	-2,869 Reduced 1.57%	179,555 $13 Million
Q1 2023 Apr 24, 2023	SELL	$70.28 - $78.03 $179,214 - $198,976	-2,550 Reduced 1.38%	182,424 $13.3 Million
Q4 2022 Feb 15, 2023	BUY	$67.16 - $79.06 $2.5 Million - $2.95 Million	37,258 Added 25.22%	184,974 $14 Million
Q3 2022 Oct 27, 2022	BUY	$66.43 - $77.87 $2.85 Million - $3.34 Million	42,920 Added 40.96%	147,716 $9.82 Million
Q2 2022 Aug 15, 2022	BUY	$70.31 - $80.24 $5.53 Million - $6.31 Million	78,684 Added 301.33%	104,796 $7.73 Million
Q1 2022 May 04, 2022	BUY	$75.14 - $81.94 $1.96 Million - $2.14 Million	26,112 New	26,112 $2.06 Million

Others Institutions Holding SCHD

# of Institutions

1,974

Shares Held

839M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Investment Advisory Services Inc Schwab Strategic Tr Us Dividen Transaction History